We are live on ! Find out more
RSPN icon

Invesco S&P 500 Equal Weight Industrials ETF

111 hedge funds and large institutions have $345M invested in Invesco S&P 500 Equal Weight Industrials ETF in 2021 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 41 increasing their positions, 19 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 2

116% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 19

47% more capital invested

Capital invested by funds: $234M → $345M (+$111M)

32% more funds holding

Funds holding: 84111 (+27)

26.21% more ownership

Funds ownership: 258.28%284.49% (+26%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
111
Holders Change
+27
Holders Change %
+32.14%
% of All Funds
1.93%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
41
Reduced
19
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$128M +$15.3M +412,205 +14%
LPL Financial
2
LPL Financial
California
$47.7M +$43.9M +1,180,205 +1,211%
Morgan Stanley
3
Morgan Stanley
New York
$23.1M +$10.6M +284,395 +85%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$11.1M -$187K -5,035 -2%
FMC
5
Financial Management Concepts
Florida
$9.27M +$39.4K +1,060 +0.4%
OAM
6
Oppenheimer Asset Management
New York
$8.4M +$404K +10,880 +5%
Osaic Holdings
7
Osaic Holdings
Arizona
$8.17M +$6.54M +175,905 +409%
Ameriprise
8
Ameriprise
Minnesota
$7.8M -$1.8M -48,410 -19%
Wells Fargo
9
Wells Fargo
California
$6.5M -$108K -2,915 -2%
RJA
10
Raymond James & Associates
Florida
$5.88M +$1.14M +30,775 +24%
UBS Group
11
UBS Group
Switzerland
$5.88M +$603K +16,210 +11%
IMC Chicago
12
IMC Chicago
Illinois
$5.05M +$5.03M +135,315 New
MAP
13
Milestone Advisory Partners
North Carolina
$4.22M +$604K +16,245 +17%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$3.91M -$5.4M -145,215 -58%
SAM
15
SignalPoint Asset Management
Missouri
$3.81M -$54.5K -1,465 -1%
EFSCE
16
Enterprise Financial Services Corp (EFSC)
Missouri
$3.56M -$100K -2,690 -3%
Truist Financial
17
Truist Financial
North Carolina
$3.46M +$1.66M +44,680 +93%
UCFA
18
United Capital Financial Advisors
Texas
$3.44M +$1.86K +50 +0.1%
FHC
19
First Heartland Consultants
Missouri
$3.12M +$1.51M +40,580 +94%
MWM
20
MinichMacGregor Wealth Management
New York
$2.92M -$50.9K -1,370 -2%
JIR
21
James Investment Research
Ohio
$2.82M -$262K -7,040 -9%
Citadel Advisors
22
Citadel Advisors
Florida
$2.75M +$2.28M +61,245 +486%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2.69M +$638K +17,160 +31%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$2.3M +$2.29M +61,585 New
LHC
25
Little House Capital
Massachusetts
$2.29M +$2.28M +61,255 New

RSPN Hedge Fund Activity: Q2 2021 in Review

111 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Industrials ETF (RSPN) for Q2 2021, worth a combined $345M — up 47% from $234M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new RSPN positions and 2 closed out — a net gain of 28 holders — while 41 added to existing stakes and 19 trimmed.

The largest buyer was LPL Financial, adding an estimated $43.9M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $5.4M.

  • 111 institutional investors held Invesco S&P 500 Equal Weight Industrials ETF (RSPN) as of Q2 2021, up from 84 in Q1 2021.
  • Funds reported $345M of Invesco S&P 500 Equal Weight Industrials ETF stock for Q2 2021, up 47% quarter-over-quarter.
  • 30 funds opened new Invesco S&P 500 Equal Weight Industrials ETF positions in Q2 2021 and 2 closed out, a net change of +28 holders.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF buyer in Q2 2021 was LPL Financial, an estimated $43.9M added.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF seller in Q2 2021 was Raymond James Financial Services Advisors, an estimated $5.4M sold.

Based on aggregated 13F filings for Q2 2021.